HRT Financial’s United Fire Group UFCS Stock Holding History

HRT Financial’s Portfolio UFCS Stock Details UFCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$912K	Sell	24,631 -4,403	-15%	-$162K	﹤0.01%	2122
2025 Q4	$1.05M	Buy	+29,034	New	+$993K	﹤0.01%	1681
2025 Q2	–	Sell	-17,977	Closed	-$529K	–	3553
2025 Q1	$529K	Sell	17,977 -39,032	-68%	-$1.05M	﹤0.01%	1436
2024 Q4	$1.62M	Sell	57,009 -70,942	-55%	-$1.79M	0.01%	833
2024 Q3	$2.68M	Buy	127,951 +1,877	+1%	+$38.9K	0.01%	762
2024 Q2	$2.71M	Buy	126,074 +61,283	+95%	+$1.36M	0.02%	615
2024 Q1	$1.41M	Buy	64,791 +48,025	+286%	+$1.07M	0.01%	718
2023 Q4	$337K	Buy	16,766 +1,028	+7%	+$20.8K	﹤0.01%	1568
2023 Q3	$310K	Buy	+15,738	New	+$329K	﹤0.01%	1644
2022 Q2	–	Sell	-13,701	Closed	-$425K	–	3760
2022 Q1	$425K	Buy	+13,701	New	+$364K	﹤0.01%	1965
2021 Q4	–	Sell	-17,246	Closed	-$398K	–	4105
2021 Q3	$398K	Buy	+17,246	New	+$431K	﹤0.01%	2212
2020 Q4	–	Sell	-10,784	Closed	-$219K	–	2492
2020 Q3	$219K	Buy	+10,784	New	+$270K	0.01%	1317
2019 Q4	–	Sell	-5,507	Closed	-$258K	–	1661
2019 Q3	$258K	Buy	+5,507	New	+$262K	0.01%	1017

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

HRT Financial's UFCS Position: Q1 2026 in Review

HRT Financial reduced its United Fire Group (UFCS) stake by 15% in Q1 2026, selling an estimated $162K and leaving 24,631 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

HRT Financial first reported a position in UFCS in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.71M in Q2 2024. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

HRT Financial held 24,631 shares of United Fire Group worth $912K as of Q1 2026.
HRT Financial sold 4,403 United Fire Group shares in Q1 2026, an estimated $162K.
United Fire Group made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2122 holding.
HRT Financial first reported a position in United Fire Group in Q3 2019 and has held it in 13 quarters since.
HRT Financial's United Fire Group position peaked at $2.71M in Q2 2024.
219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.